Empowering Your Business with Custom Report Layouts in Business Central

 

In today's fast-paced business world, having well-designed and professional reports is crucial for success. That's where the Standard Reports in Business Central come into play. But what if you need to make modifications to these reports to align them with your company's unique needs and requirements? The good news is that you can tailor the layout to meet your specific needs, without relying on technical expertise or the need for extensive programming or coding knowledge.

Let's take a quick tour of how to utilize this fantastic feature in Business Central:

Step 1: To modify a report layout, the first step involves exporting the existing layout as a file to a location on your computer or network.

Step 2: Export the existing report layout to your computer or network, giving you the freedom to explore and modify it at your convenience.

Step 3: Open the exported layout in MS word, click on the “XML Mapping Pane” under the Developer tab to open the XML Mapping.

 

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Step 4: Select the path of your report under Custom XML Part to check/use fields of the report.

 

Step 5: You can view the dataset of the report by extending the first Data Item i.e., Header, just as given below.

Step 6:  To change colour or format, use Word Format Tab.

                                                                                                                                                                 Step 7: To add repeating rows of data fields in table:

1. Insert an additional row in the table where you want the repetition to occur.
2. Select the entire row that you just added.
3. Right-click on the data item that contains the fields you want to be repeated.
4. From the context menu, choose "Insert Content Control."
5. In the XML Mapping pane, select the "Repeating" option.
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7.                                                            Step 8: To add an image, there are two ways:

1. Position your cursor in the desired location within the report. In the XML Mapping pane, right-click on the field name that you want to add as a picture. Choose "Insert Content Control" from the context menu, and then select "Picture".
2. Access an external source where you have the picture you want to add. On the Insert tab, click on the Picture button to select the desired image. Adjust the position of the picture as needed within the report.

Step 9: Save the report after making the required changes in word layout.

Step 10: Again, go to Custom Report Layouts and select “Import Layout” under Layout.

Unlock the power of customizable Word Layouts in Business Central! Tailor your reports to perfection, adding/removing fields, controlling fonts, and incorporating impactful visuals. With ease of use and accessibility, this game-changer empowers your business with precise, visually stunning reports.

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